Great Waters Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
1,563
+27
| +2% | +$5.9K | 0.04% | 78 |
|
|
2025
Q1 | $215K | Hold |
1,536
| – | – | 0.03% | 93 |
|
|
2024
Q4 | $256K | Sell |
1,536
-300
| -16% | -$50K | 0.03% | 86 |
|
|
2024
Q3 | $313K | Buy |
1,836
+2
| +0.1% | +$341 | 0.04% | 82 |
|
|
2024
Q2 | $259K | Buy |
1,834
+33
| +2% | +$4.66K | 0.04% | 87 |
|
|
2024
Q1 | $226K | Buy |
+1,801
| New | +$226K | 0.04% | 88 |
|